EWA
OVLY icon

EverSource Wealth Advisors’s Oak Valley Bancorp OVLY Stock Holding History

EverSource Wealth Advisors’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94K Buy
87
+4
+5% +$135 ﹤0.01% 3550
2026
Q1 		$2.69K Buy
83
+1
+1% +$32 ﹤0.01% 3535
2025
Q4 		$2.46K Buy
82
+1
+1% +$28 ﹤0.01% 3417
2025
Q3 		$2.28K Buy
81
+29
+56% +$813 ﹤0.01% 3476
2025
Q2 		$1.42K Buy
52
+45
+643% +$1.15K ﹤0.01% 3621
2025
Q1 		$175 Buy
+7
New +$183 ﹤0.01% 3726

Other funds holding OVLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's OVLY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Oak Valley Bancorp (OVLY) stake by 4.8% in Q2 2026, buying an estimated $135 and bringing the position to 87 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

EverSource Wealth Advisors first reported a position in OVLY in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • EverSource Wealth Advisors held 87 shares of Oak Valley Bancorp worth $2.94K as of Q2 2026.
  • EverSource Wealth Advisors bought 4 Oak Valley Bancorp shares in Q2 2026, an estimated $135.
  • Oak Valley Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3550 holding.
  • EverSource Wealth Advisors first reported a position in Oak Valley Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.